Here I am going to explain how you can create a Task Delegation solution. This is required more in companies where the mangers leave for vacations or somewhere.
Create an InfoPath from which contains the following fields:
- From: Date
- To: Date
- Delegate To : UserOrGroup
Now, publish the form to list or document library so the managers then can submit their delegations.
Note: When publish the form, export the fields as library columns as below:
Go to SharePoint Designer and create a list workflow and bind the workflow with Tasks List as you see below.
Enter the workflow name and description.
Create three workflow variables:
- From: Date/Time
- To: Date/Time
- DelegateTo: String
You can assigne the variables by reading their values from the document libray which has to be filled by the above InfoPath form.
After the above step, when click Ok you will get the below warning, click Yes
Now, check the option “Start workflow automatically when an item is created” as below and publish the it.
Note: Don’t check the option “Start workflow automatically when an item is changed”
Enter Log History action to log what happen to the Task item.
Update the Task list with the delegated user as belwo in the screen.
Again log to history after update the task list item.
Now, repeat the same step to get the FROM and To field from the document library.
Now before we update you have to check whether the task was created between the FROM and To date which are specified by the manger.
See below scree;
Let’s try now
Belal fill the delegation form:
Task created for user Belal:
Refresh the tasks list again: